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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,684 | $67,352+107.4% | $60,899+129.4% | $134,509+3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.31% | 49.99%-67.3pp | 16.92%-34.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $8,500 | $3,098+174.4% | $2,702+214.5% | $4,741+79.3% |
| Participant deferral / active EE | $8,641 | $4,539+90.4% | $3,817+126.4% | $6,400+35.0% |
| Admin fee / account holder | $11,999 | $4,585+161.7% | $3,225+272.1% | $11,427+5.0% |